Sound too good to be true?
That’s because most of the marketing in the financial services / RIA industry that promises to get you relationships with CPA’s requires you to either convince them to get licenses so they can share fees with you, or play a massive numbers game and spend months and months dripping on those CPA’s so that you finally wear down their resistance to sending you referrals.
Do either of those strategies work? Sure, if you want to spend all that time and effort in the hopes that one day it will pay off.
What if there were a better way?
What if you didn’t need them to get licensed, and you didn’t need to ask them for referrals (which most don’t give out anyway)?
What if you could help CPAs grow their practices, get referrals from their clients, and bring in new business, all while taking you along for the ride?
What if you could get them to promote YOUR practice to THEIR clients, every single week?
Sound too good to be true?
My marketing partner and I are having a virtual lunch-and-learn where we will show exactly how other advisors in our AUM academy program are accomplishing this, and a whole lot more.
Click the link, watch the short video with all the details, then fill out the form and register to attend our virtual lunch and learn training (and we will even deliver lunch to your door during the event).
Make sure you enter your correct email and cell phone number so we can get you your lunch.
Register now and we will see you on the training.
Date: Tuesday, August 27th, 2024
Time: 2-3:30PM Eastern Time
Place: Zoom - you will get the link to attend after you register.
Register now and we will see you on the training.